Removing sample data from your Briefcase Trial

Andrew Myers

August 17, 2015 06:41

The sample data that is included as part of your trial is a great indication of how things will work for a standard agency upon installation. We understand that the data may not be indicative of your industry or you may simply just want to see how it will work with your data. We've included some steps below so you can remove the data out of your trial, we do recommend however that you give Briefcase a demonstration prior so you have a better understanding of how each area within Briefcase works.

Step 1. Removing Jobs

Navigate to the Jobs tab in Briefcase. Once the listing of jobs has appeared, from the system menu select 'Records' and then 'Show all Records'. After you have done this you can go back into the system menu and under the 'Records' option select the 'Delete Found Records'.

Step 2. Removing Contacts

Navigate to the Contacts tab in Briefcase. Once the listing of contacts has appeared, from the system menu select 'Records' and then 'Show all Records'. After you have done this you can go back into the system menu and under the 'Records' option select the 'Delete Found Records'.

Step 3. Removing the Rates Matrix (optional)

Click on the 'Settings' tab, and then select 'Rates & Matrix'. Once the listing of rates has appeared, from the system menu select 'Records' and then 'Show all Records'. After you have done this you can go back into the system menu and under the 'Records' option select the 'Delete Found Records'.

Assistance

Should you need any assistance with your trial or would like further information, our team are always glad to assist. Please send a support ticket by clicking here, or alternatively click here to contact us.